Magdalena joined Perspective as a Financial Planner in March 2022. Her journey with Stafford Wealth Management began in December 2010, when she joined as a Paraplanner and worked closely with two Financial Planning Directors to support high net worth clients. Before that, she spent five years developing her experience within London’s financial services industry.
She provides advice across retirement and pension planning, investment strategy, estate and inheritance planning, long term care, and protection and risk management. What Magdalena values most is meeting clients face to face, listening to what matters to them and building lasting relationships. She then creates personalised plans to help each client work towards their financial goals.
Magdalena specialises in cashflow modelling, using it to help clients understand how their finances may evolve over time and the impact different decisions could have on their future. By bringing financial plans to life in a clear and visual way, she helps clients explore potential scenarios, plan for key milestones and make informed decisions with greater confidence.
Magdalena holds the Level 4 Diploma in Regulated Financial Planning and the SQA Level 4 Diploma in Professional Financial Advice. She is also qualified to advise on long term care and is currently working towards Chartered status. Before beginning her career in financial services, she completed a Master’s degree in Law at a university in Poland.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate legal advice.